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BCEGX vs VVIAX
BCEGX vs VVIAX Comparison
Open Charts BCEGX vs VVIAX
Sterling Capital Equity Income C
Price$28.04
Change-$0.19 (-0.67%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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BCEGX vs VVIAX Comparison Chart
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BCEGX vs. VVIAX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BCEGX is a StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BCEGX (1.9B). VVIAX pays higher dividends than BCEGX: VVIAX (2.36) vs BCEGX (0.52). BCEGX was incepted earlier than VVIAX: BCEGX (20 years) vs VVIAX (24 years). BCEGX is a more actively managed with annual turnover of: 39.43 vs. VVIAX (10.00). BCEGX has a lower initial minimum investment than VVIAX: BCEGX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. BCEGX (11.63). VVIAX return over 5 years is better than : 55.46 vs. BCEGX (36.64).
| BCEGX | VVIAX | BCEGX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 9.201 | 16.303 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 183B | 1% |
| Annual Yield % from dividends | 0.52 | 2.36 | 22% |
| Returns for 1 year | 11.63 | 24.02 | 48% |
| Returns for 3 years | 7.70 | 28.29 | 27% |
| Returns for 5 years | 36.64 | 55.46 | 66% |
| Returns for 10 years | 61.36 | 114.04 | 54% |